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River Wealth Advisors LLC

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Client assets under management

$1,414,397,979

Clients

876

42% high-net worth

Advisors

14

of 20 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$1,614,610

About

River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans, and businesses. The firm accepts both discretionary and non‑discretionary engagements and can serve plan sponsors in ERISA Section 3(21) advisory roles and, when engaged, in a Section 3(38) discretionary capacity.

River Wealth uses a fundamentally driven investment process to build customized portfolios across stocks, bonds, mutual funds, and ETFs, and also manages assets through similarly managed model portfolios. The firm monitors accounts on an ongoing basis, may execute cross‑transactions in limited situations, and incorporates planning tools such as securities‑based lending analysis and access to Dimensional Fund Advisors funds where appropriate.

River Wealth’s ADV discloses a prior consent agreement with the Pennsylvania Department of Banking and Securities stemming from a registration lapse for two employees; the firm agreed to an administrative assessment, ended its relationship with the previously engaged compliance consultant and law firm, and adopted internal controls to address registration oversight. Such a disclosure event is relatively uncommon for multi‑team advisers and may be material to prospective clients assessing the firm’s regulatory and compliance history.

Client services

Financial planning Portfolio management

Expertise

Wealth management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Firm may charge a flat fee for financial planning and consulting services; specific amounts not stated.

Percentage

up to 1.25% annually (negotiable)

Project-based

Generally ranges from $150 to $300 per hour (negotiable) for financial planning and consulting services.

Other

Fee-only: Fee-only adviser; no commissions or transaction-based compensation received.

Main office location

River Wealth Advisors LLC

100 Corporate Center Drive, Suite 102

Camp Hill PA 17011, United States

Number of offices

3

Most active in

California · Delaware · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Vermont · Virginia · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Heather R

CFP®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Heather Rivas is a CFP® professional with three years of industry experience. She has been with River Wealth Advisors LLC since 2022 and previously worked at Psecu from 2015 to 2022. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Jennifer C

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jennifer Collins is a CFP® with 20 years of industry experience and is currently with River Wealth Advisors LLC in Camp Hill, PA. She has been with the firm since 2015. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Benjamin D

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment vehicles.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Jesse R

Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jesse Robinson is a financial advisor with River Wealth Advisors LLC in Camp Hill, PA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at JMT, United Cerebral Palsy, and SEI Investments. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Bradford H

CFP®, Series 63

Camp Hill, PA

River Wealth Advisors LLC

Bradford Houchins is a CFP® with 25 years of industry experience, currently serving as an advisor at River Wealth Advisors LLC since 2024. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for a combined nine years. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Mark L

Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Mark Loomis is a financial advisor at River Wealth Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with River Wealth Advisors since 2016. Prior to that, he was retired for one year. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Edward O

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Edward O’Gorman is a CFA® charterholder and holds a Series 65 license, with 16 years of industry experience. He has been with River Wealth Advisors LLC since 2014. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process and manages certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

William F

Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

William Fenimore is a financial advisor at River Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Financial Group, LLC for 17 years before joining River Wealth Advisors and Kenmar Securities, LLC. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Debra H

Series 65

Allentown, PA

River Wealth Advisors LLC

Debra Hippensteel is a financial advisor at River Wealth Advisors LLC in Allentown, PA, holding a Series 65 credential with six years of industry experience. She has worked at River Wealth Advisors since 2019 and previously spent 19 years at BB&T Bank and its predecessor institutions. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Eric W

CFP®, Series 66

Allentown, PA

River Wealth Advisors LLC

Eric Wiegand is a CFP® with 19 years of industry experience, currently serving at River Wealth Advisors LLC since 2020. His prior experience includes roles at BB&T Securities, BB&T Investments, BB&T Bank, and Charles Schwab. He serves as a board member of Cay Galgon Life House, a shelter supporting homeless mothers and babies in the Lehigh Valley. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Ralph M

Series 65, Series 66

Camp Hill, PA

River Wealth Advisors LLC

Ralph Manna is a financial advisor with River Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at River Wealth Advisors since 2019 and previously spent 13 years at Roof Advisory Group, Inc. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach that tailors portfolios to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Andrew O

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Andrew O’Gorman is a CFP® with six years of industry experience and is currently a financial advisor at River Wealth Advisors LLC. His prior experience includes a role at Axa Advisors, LLC, and he spent four years at Mercyhurst University. River Wealth Advisors LLC offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Judith S

Series 66

Allentown, PA

River Wealth Advisors LLC

Judith Savchak is a financial advisor at River Wealth Advisors LLC with eight years of industry experience and holds a Series 66 designation. She has worked at River Wealth Advisors since 2019 and previously held roles at BB&T Securities, BB&T Investment Services, BB&T Bank, and National Penn. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to individual risk tolerance, time horizon, and liquidity needs.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Jay J

Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jay Jajich is an advisor at River Wealth Advisors LLC and holds a Series 65 designation. He has worked in various roles since 2015, including positions at Tank Truck Outfitters, PNC Bank, and Sherwin Williams. Jay joined River Wealth Advisors in 2024. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment products.

Wealth management Charitable giving & philanthropy Founder/Business Owner
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